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How to Create a Matching Gift: https://help.pm.leapevent.tech/a/1026491
When donors generously make contributions that include matching gifts, it's important to log those matches properly in PatronManager.
In this article, we'll show you exactly how to do that. Let's learn how to create a matching gift from a donation record!
1. Navigate to the donation record that will be matched
2. On the Donation record, click the "New Matching Gift" action
3. Enter the Matching Gift details, and click "Save"
- Name the matching gift and associate it with the account responsible for matching this donation
- Specify the matching amount and, if applicable, the matching percentage
- Set the Stage and Close Date
- Enter the payment details
- When you're done, click "Save"
5. You've made a Matching Gift!
- Donation (Matched): automatically links to the donation record that was matched
- Matched Gift Donor: automatically links to the original donor
- Matching %: Calculates the Matching Amount and the Total Amount fields